贝莱德:中国央行今年大规模买入黄金
关键字:中国黄金
贝莱德(BlackRock)的自然资源股票(Natural Resources Equity)团队首席投资官韩艾飞(Evy Hambro)表示,投资界对流入中国的黄金数量感到惊讶,因为中国是全球第一大黄金生产国。
中国央行(People’s Bank of China)自2009年以来就未再公布过有关其黄金储备的最新数据,2009年该行持有1054吨黄金。但一些分析师怀疑,中国央行今年买入了多达300吨黄金。
中国不提供其黄金贸易数据。分析师依靠其他管辖区的数据来推算中国的黄金进出口规模,其中香港是中国内地遥遥领先的最大黄金供应来源。记录显示,今年1月至10月,香港对中国内地的黄金出口量达到了955吨,远高于2012年同期的376吨。
若计入中国国内矿企的黄金产量以及废旧黄金回收利用,麦格理(Macquarie)估计中国今年的黄金供应总量可能达到1800吨。在中国以外,各国央行今年放缓了黄金购买速度,截至9月底的黄金购入总量仅为300吨
今年以来黄金价格下跌超过四分之一,从每金衡盎司1674美元降至每金衡盎司1233美元,即将在近13年以来首次出现全年价格下跌。在通胀水平持续偏低、全球经济形势好转、股票价格飙升以及美国货币刺激政策即将告终的背景下,机构投资者纷纷抛出黄金。
实物黄金支持的交易所交易基金(ETF)是投资黄金最流行的方法之一。巴克莱(Barclays)提供的数据显示,这类基金的黄金持有量已从年初的1939吨降至目前的824吨。此外印度的黄金需求也受到抑制,因印度政府出台了限制黄金进口的措施。印度今年第三季度的黄金消费量下降32%,至148吨,为2009年初以来的最低水平。
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本文来源: 大田环球贵金属
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